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The Return: Property & Investment Podcast
The Return is a podcast for property investors and developers who want to get UK housing deals done, even in a tough market.
Getting homes built is harder than ever. Planning delays, rising construction costs, funding gaps and shifting market conditions stop most projects before they start.
Learn from investors, developers and policymakers discussing what's happening in the UK housing market right now and how to learn from their experience.
Each episode features a real life case study or topic including: planning reform, policy shifts, funding conditions, deal viability, sales, delivery challenges and measuring impact.
Hosted by Anna Clare Harper, Director at Pinnacle Investments and author of three best-selling books on residential investing. Her mission is to help mobilise capital to drive the delivery of 10,000 more, better homes by 2030.
Join 350,000+ listeners learning how to build, fund and deliver more, better UK housing deals.
The Return: Property & Investment Podcast
MD at £50bn Insurer: How I Invest
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Anna Clare Harper is joined by Hayley Rees, Managing Director at £50bn+ Pension Insurance Corporation.
In Anna’s words:
There’s lots of advice for private investors.
Almost nothing on how big institutions back UK housing.
Yet it’s a major growth area.
So I asked Hayley (MD at £50bn+ insurer PIC) what actually works.
We covered:
- How to choose investments: Compare returns to UK government bonds (gilts). Avoid 10 year projects, as there’s a lot of competition for 10 year money. Look for ‘relative value’ - extra returns over 20-30 years.
- How to structure deals: Set them up to pay steady, long-term income that matches pension promises.
- Case study – Miller’s Quay: A simple lease helped unlock 500 homes.
- Fix viability first: The hardest thing today is making the numbers work before you start. Teams who solve this win.
Listen for lessons from £14bn+ invested across UK housing.
In association with: https://www.ukreiif.com/
Guest website: https://www.pensioncorporation.com/
Guest LinkedIn: https://www.linkedin.com/in/hayleyrees1/?originalSubdomain=uk
Host LinkedIn: https://www.linkedin.com/in/annaclareharper/